---
title: Track Referral Status
description: Track merchant referral status in the Partner Portal and understand each stage from submitted to active, closed, or not qualified.
---

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3. [Merchant Referrals](https://support.cashflow.io/partners?hsLang=en#merchant-referrals)

# Track Referral Status

## In this article, you will learn how partners can track merchant referral status. Referral status helps partners understand where the merchant is in the review, onboarding, or activation process.

### **Where to track referral status**

Partners can track referral status in the Partner Portal, where available.

### **Common referral status labels**

A referral may move through the following status stages:

- Submitted
- Under Review
- Discovery Scheduled
- Awaiting Merchant Information
- Onboarding
- Active
- Not Qualified
- Lost / Closed

### **What each status means**

**Submitted:** The referral has been submitted and received.

**Under Review:** Cashflow.io is reviewing the referral to confirm fit and next steps.

**Discovery Scheduled:** A discovery call has been scheduled with the merchant.

**Awaiting Merchant Information:** Cashflow.io is waiting for required information from the merchant.

**Onboarding:** The merchant is moving through onboarding requirements.

**Active:** The merchant is active.

**Not Qualified:** The merchant is not qualified based on the review.

**Lost / Closed:** The opportunity is no longer moving forward.

### **How to check referral status**

**Step 1:** Log in to the Partner Portal.

**Step 2:** Go to the merchant or referral tracking area.

**Step 3:** Find the merchant name.

**Step 4:** Review the current status label.

**Step 5:** Check whether any partner or merchant action is needed.

### **If a referral status appears incorrect**

If a referral is missing or the status appears incorrect, contact Cashflow.io support or your Cashflow.io representative.

Include:

- Partner name
- Merchant name
- Merchant contact
- Current status shown, if any
- Expected status, if known
- Screenshot, if applicable

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